🔥 BIG: Binance holds around 87% of USD1 circulation, Trump family's stablecoin, marking the highest concentration of any major stablecoin at a single exchange, per Forbes. https://t.co/ZyIIiOmque ...

Summary of Key Points from the Conference Call Industry Overview - **AI Industry**: Major companies like Tencent and Alibaba are launching significant AI applications for the upcoming Spring Festival, indicating a competitive landscape in AI technology and applications [1] - **Commercial Space and Solar Power**: The commercial space industry is approaching a critical phase in 2026, with successful launches of reusable spacecraft in China. Tesla is reportedly expanding its solar battery manufacturing footprint across multiple states in the U.S. [2] - **Robotics**: Various companies are showcasing their robotics technologies during the Spring Festival, with a notable emphasis on the importance of dexterous robotic hands as highlighted by Elon Musk [3] - **AI Animation and Computing Power**: ByteDance has quietly launched its AI video generation model Seedance 2.0, which utilizes breakthrough technologies. The Ministry of Industry and Information Technology in China is promoting a national computing power interconnectivity system [4] - **Stablecoins**: The Hong Kong Monetary Authority is preparing to issue the first batch of stablecoin licenses by March, with a focus on maintaining stability in the issuance process [5] Core Insights and Arguments - **AI Applications**: The competition among major tech firms in AI applications is intensifying, with significant investments and innovations being made to capture market share during high-traffic events like the Spring Festival [1] - **Commercial Space Developments**: The advancements in reusable spacecraft technology are expected to revolutionize the commercial space sector, potentially leading to increased investment and growth opportunities [2] - **Robotics Innovation**: The emphasis on dexterous robotic hands suggests a shift towards more sophisticated robotic capabilities, which could enhance automation across various industries [3] - **AI and Computing Power**: The launch of Seedance 2.0 signifies a major advancement in AI capabilities, which could disrupt the video content creation industry and enhance user engagement [4] - **Stablecoin Regulation**: The cautious approach to stablecoin licensing in Hong Kong reflects a broader trend towards regulatory oversight in the cryptocurrency space, aiming to ensure market stability [5] Additional Important Content - **Collaborations in AI**: Companies like Huya and Kuaishou are partnering with AI cloud service providers for major events, indicating a trend towards collaborative efforts in enhancing AI capabilities [1] - **Investment Opportunities**: The developments in commercial space and solar power sectors present potential investment opportunities, particularly in companies involved in these technologies [2] - **Market Trends in Robotics**: The participation of various robotics companies in high-profile events suggests a growing market interest and potential for innovation in this field [3] - **Government Initiatives**: The push for a national computing power interconnectivity system indicates government support for technological advancements, which could benefit related industries [4] - **Stablecoin Market Dynamics**: The limited issuance of stablecoin licenses may create a competitive environment among a few players, impacting market dynamics and investment strategies [5]

Haha, really Binance? if you know you knowForbes (@Forbes):Binance—Whose Founder Was Pardoned—Now Holds 87% Of Trump’s Stablecoinhttps://t.co/RjRApwN4qc https://t.co/jE4JP6HS34 ...

🚨JUST IN: BINANCE REPORTEDLY HOLDS 87% OF TRUMP WLFI STABLECOINPer @forbes Binance holds approximately 87% of all USD1 in circulation—roughly $4.7 billion of the $5.4 billion total supply of $USD1 the highest concentration at any third-party exchange among the top 10 stablecoinsA Trump-affiliated LLC owns about 38% of World Liberty Financial, which stands to profit from its stablecoin by investing the dollars backing USD1 in assets like U.S. TreasurysThe founder of Binance - "CZ" was pardoned by Trump less ...

.@ani_pai from @robotventures shared a unique thesis during Fully DilutedStablecoin issuers could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure.The move could reshape American competitiveness in the AI space.Given that @tether and @circle have become the 15th-largest holders of US treasuries, the plan might not be out of reach.Hear this and more on today's episode. ...

Binance—Whose Founder Was Pardoned—Now Holds 87% Of Trump’s Stablecoinhttps://t.co/RjRApwN4qc https://t.co/jE4JP6HS34 ...

jpmd on base isn't a stablecoin. it's a fractional reserve deposit token. under genius act rules jpmd can pay 3-5% yield on deposits. usdc legally cannot pass through any interest. coinbase already accepts jpmd as collateral. corporate treasuries managing idle cash will migrate for the yield. circle has no moat against banks that can offer interest and capital efficiency simultaneously. ...

Anirudh from @robotventures shared a unique thesis during Fully DilutedStablecoin issues could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure.The move could reshape American competitiveness in the AI space.Given that @tether and @circle have become the 15th-largest holders of US treasuries, the plan might not be out of reach.Hear this and more on today's episode. ...

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LATEST: 🏦 The CFTC has expanded eligible stablecoin issuers to include national trust banks, correcting an unintended omission from its December guidance and aligning with the GENIUS Act regulatory framework. https://t.co/kMzRr7lQYa ...